E-sign and deposits · Carbonset
The signature and the deposit, in one sitting.
Customers pick an option, sign with a finger or by typing their name, and pay the deposit before they put the phone down. The quote locks, the follow-up stops, the office copy stamps PAID.
How it works.
- 1They pick an option
Good, better or best, each with its own lines, total and deposit.
- 2They sign
With a finger on the phone, or by typing their name.
- 3They pay the deposit
Card or bank transfer on the processor's own page. Then the quote locks.
Fine print.
| Setting | What it does |
|---|---|
| Signature record | Drawn or typed, with an audit page on the PDF |
| Deposit | A percentage (default 30%) or a fixed amount |
| Methods | Card or bank transfer |
| Processor fees | Card 2.9% + 30¢, bank transfer 1% capped at $10 |
| Payouts | 2 business days to your bank |
| Plans | Signatures on all plans, deposits on Triplicate |
In the docs.
Take deposits by card or bank transferSet the deposit, see what the customer sees, and know the fees, payouts and refunds before the first one.5 min readHow open tracking works, and where it doesn'tWhat counts as an open, what we ignore, and the hot quote rule that turns three opens into a call.4 min read
Next: quote board.
Draft, Sent, Opened, Following up, Signed, Paid. Each quote sits where the customer put it. When you move one by hand, the stamp lands and the timeline records who did it.
Carbonset37 pages / Fictional brand / Demo site by Sumo Studios
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